2Plan Rhodri Evans , St Austell

Delivering individual advice, as independent financial advisers we provide guidance on investments, ...

Jacksons Financial Services, Penzance

Financial Planning is all about YOU! You have questions about your future: will you have enough t...

Kelsall Steele, Truro

Independent Financial Advisers specialising in wealth management and investment planning.

JLT iimia Wealth Management, Falmouth

JLT iimia Wealth Management, formally John K Miln & Company is part of the JLT Group with offices in...

BetterOff Pre-Retirement Planning

To some people, preparing for retirement simply means paying into a pension.

Because you've taken the time to visit BetterOffCornwall.com, you probably understand that there's much more to consider if you want to be Better Off in later life.

We will look at the age at which you want to retire, the lifestyle you want, family considerations and perhaps even think about long-term care.

We then look at how we can meet your expectations, given your resources today and your attitudes to factors like work and risk.

It is advice on services like retirement planning where BetterOffCornwall advisers can really help, with face-to-face tailored advice.